Lloyd Advisory Services’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Lloyd Advisory Services’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.43K	Buy	+137	New	+$6.16K	﹤0.01%	413
2021 Q3	–	Sell	-1,045	Closed	-$36K	–	402
2021 Q2	$36K	Buy	+1,045	New	+$35.5K	0.02%	189
2020 Q3	–	Sell	-91	Closed	-$3K	–	349
2020 Q2	$3K	Buy	+91	New	+$2.38K	﹤0.01%	250

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lloyd Advisory Services's HEFA Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in iShares Currency Hedged MSCI EAFE ETF (HEFA) in Q2 2026: 137 shares worth $6.43K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in HEFA as recently as Q2 2021.

Lloyd Advisory Services first reported a position in HEFA in Q2 2020 and has held it in 3 quarters since. The position peaked at $36K in Q2 2021. 453 funds tracked by Wall St. Rank hold HEFA as of Q2 2026.

Lloyd Advisory Services held 137 shares of iShares Currency Hedged MSCI EAFE ETF worth $6.43K as of Q2 2026.
iShares Currency Hedged MSCI EAFE ETF was a new Lloyd Advisory Services position in Q2 2026.
iShares Currency Hedged MSCI EAFE ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #413 holding.
Lloyd Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2020 and has held it in 3 quarters since.
Lloyd Advisory Services's iShares Currency Hedged MSCI EAFE ETF position peaked at $36K in Q2 2021.
453 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.